FINANCIAL SERVICES DIRECTORY

Largest Tax-Managed Equity and Bond Funds

Fund	Ticker
American Century Capital Value Inv	ACTIX
Bridgeway Ultra-Small Company Market	BRSIX
DFA Tax -Managed U.S. Targeted Value	DTMVX
DFA Tax-Managed U.S. Equity	DTMEX
DFA Tax-Managed U.S. International Value	DTMIX
DFA Tax-Managed U.S. Market wide Value Portfolio	DTMMX
DFA Tax-Managed U.S. Small Cap	DFTSX
Eaton Vance Tax Managed Equity Asset Allocation A	EAEAX
Eaton Vance Tax-Managed Dividend Income A	BRSIX
Eaton Vance Tax-Managed Emerging Markets I	EITEX
Eaton Vance Tax-Managed Growth 1.0	CAPEX
Eaton Vance Tax-Managed Value A	EATVX
Federated Government Obligations Tax-Managed Institution	GOTXX
GMO Tax-Managed International Equities III	EADIX
Goldman Sachs Structured Tax-Managed Equity A	GCTAX
JPMorgan Tax-Aware Disciplined Equity Inst	JPDEX
Russell Tax-Managed Large Cap S	RETSX
SEI Institutionally Managed Large Cap A	TMLCX
SEI Institutionally Mgd Tax-Managed Small-Cap A	STMSX
The Boston Co. Small Cap Tax-Sensitive Equity	SDCEX
Vanguard Tax-Managed Balanced Inv	VTMFX
Vanguard Tax-Managed Capital Appreciation Inv	VMCAX
Vanguard Tax-Managed Growth and Income Inv	VTGIX
Vanguard Tax-Managed International Investor	VTMSX
Vanguard Tax-Managed Small-Cap Investor	VTMSX

Mutual Funds: Largest U.S. Fund Groups (All Assets), Largest U.S. Fund Companies (Equity Assets), Largest U.S. Fund Companies (Fixed Income Assets), Largest Tax-Managed Equity and Bond Funds,
Largest Socially Conscious Mutual Funds, Largest Exchange Traded Funds (ETFs)

Insurance and Annuities: Largest U.S. Life Insurance Companies (Direct Premiums), Largest Variable Annuity Providers (Assets